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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,469 | $106,905-36.9% | $84,020-19.7% | $152,885-55.9% |
| Participation rate | 64.3% | 75.2%-11.0pp | 69.0%-4.7pp | 82.5%-18.2pp |
| Annual return | 18.09% | 105.00%-86.9pp | 71.31%-53.2pp | 345.39%-327.3pp |
| Employer contribution / active EE | $2,351 | $2,735-14.0% | $1,984+18.5% | $4,763-50.7% |
| Participant deferral / active EE | $6,800 | $4,012+69.5% | $3,239+110.0% | $5,851+16.2% |
| Admin fee / account holder | $48 | $8,287-99.4% | $6,101-99.2% | $11,598-99.6% |